See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,334 | $88,360-60.0% | $145,433-75.7% | $67,986-48.0% |
| Participation rate | 87.6% | 65.5%+22.1pp | 82.1%+5.5pp | 57.2%+30.4pp |
| Annual return | 31.41% | 63.15%-31.7pp | 66.58%-35.2pp | 31.67%-0.3pp |
| Employer contribution / active EE | $0 | $3,054-100.0% | $4,554-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $10,644 | $5,932+79.4% | $7,897+34.8% | $3,358+217.0% |
| Admin fee / account holder | $3,046 | $3,313-8.1% | $13,129-76.8% | $3,203-4.9% |